Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES SILVER TR | ISHARES | 601 | $1,639,163 | 75,260 | 0.00 | 0.00 | -61,988 | -45.16 | 12-31-2023 |
ARCHER DANIELS MIDLAND CO | COM | 602 | $1,639,019 | 22,695 | 0.00 | 0.00 | -11,094 | -32.83 | 12-31-2023 |
BANK NEW YORK MELLON CORP | COM | 603 | $1,638,814 | 31,485 | 0.00 | 0.00 | 1,577 | 5.27 | 12-31-2023 |
SPDR SER TR | BLOOMBERG 3-12 M | 604 | $1,633,340 | 16,478 | 0.00 | 16,478 | +Inf | 12-31-2023 |